To learn more about Sage Copilot visit: Introducing Sage Copilot.

 NOTE: Sage Copilot isn't available in Sage 50 Accounts Essentials or Client Manager. If you're interested in upgrading from Essentials, leave your details and we'll be in touch. 

We’re currently rolling out Sage Copilot in the UK. While it’s not yet available in Ireland, we’re planning for a potential launch as part of our Sage 50 Accounts Roadmap. We’ll provide updates as progress continues.

Activate Sage Copilot

 NOTE: Users receive Copilot access individually, and Copilot accesses only the same data as the user can access. 

1. Download and install the latest version of Sage 50 Accounts, if you haven't already. 
2. Log in as Manager. 
3. Select the Sage Copilot button, anywhere you see it in your software. In v32.0 and below, this is called Copilot insights. 

 TIP: In v32.1 and above, you can also click Activate Sage Copilot in the Sage 50 Accounts home page or at the top of any module. 

4. Click Connect now on the Connect your company to get started with Sage Copilot window.

 NOTE: This screen will look different if you have already connected your Sage account to your company data, or only have one Sage user. Just follow the steps on your screen to continue. 

5. Follow the prompts to connect your company to your Sage account, if required. 
6. If you have multiple Sage users, you're prompted to enter their name and email address. If Manager is the only user, just click Activate Sage Copilot on the window shown in step 10.
    TIP: Select Remove from list to hide read-only users, non-Copilot users, or anyone who won't log in.

7. After entering all user details, select Continue.
8. On the Grant Sage Copilot access window, select which user will have access to Copilot in the dropdown:

 NOTE: This grants access to the first Copilot user. If you have multiple Copilot users on your licence, you can edit the user to add access later. 

9. Click Continue.
10. Click Activate Sage Copilot on the Activate Sage Copilot Step 3 of 3 window:

 NOTE: After enabling Copilot, all users will now sign in to Sage 50 Accounts using their Sage account, even users who don't use Copilot.

Other users

Follow the steps on our Grant other users Sage Copilot access article.

Using Sage Copilot

Now that you've set up Copilot, you can quickly get useful insights and data. Find out how to use Sage Copilot. 

• Manage account access
• Sage Copilot - Update your profile
• Sage Copilot Data Protection Statement